Sales Operations Specialist
Skills
About This Role
Overview
- With your background in customer service, sales, and RFP preparation, you ll be able to provide critical support to our sales team and our overall business success.
- You will be responsible for supporting the Sales team by creating RFP responses and proposals and maintaining the CRM system.
- This position may require occasional travel as well as evening and weekend hours.
- You will:
- Under periodic supervision, this position is responsible for supporting the Sales team by creating RFP responses, proposal creation, quoting, and maintaining the CRM system at an entry-level. Tasks are primarily routine in nature and provide efficiency gains to the larger functional organization.
- As a member of a larger team, takes direction from outside Sales, Engineering, Logistics, and higher-level Associates in order to complete tasks and achieve objectives.
- Interfaces with team members to solve defined, routine day-to-day issues.
- Work in a team responsible for sales quotations, CRM data integrity, and coordinating Tasks for Engineering. The Sales Operations Specialist II supports Outside Sales and is the liaison between Outside Sales/Customers and internal stakeholders
- Participate in weekly meetings with their Sales counterparts to manage priorities and ensure deadlines are met for customer quotations
- Coordinate with Civil Engineering, Applications Engineering, Logistics, Service, and Procurement teams in-house and in the field to facilitates accurate utility-scale project quotations.
- Review RFPs and create RFP response Tasks for Sales, Engineering, and Logistics
- Prompt response to Sales and customer emails or phone inquiries
- Enhances relationships and networks with senior internal/external partners who are not familiar with the subject matter often requiring persuasion
- Maintain CRM system data integrity
- Review Sales proposals to ensure all client information is correct
- Ability to occasionally travel and attend Sales events or exhibits
- Register spare parts sales order into SAP
- Other duties as assigned
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